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Cumberland Partners’s State Street STT Stock Holding History

Cumberland Partners’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,400
Closed -$620K – 191
2018
Q3 		$620K Hold
7,400
– – 0.06% 128
2018
Q2 		$689K Buy
+7,400
New +$734K 0.07% 120

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Cumberland Partners's STT Position: Q4 2018 in Review

Cumberland Partners sold out of State Street (STT) in Q4 2018, closing a stake of 7,400 shares — an estimated $620K sold.

Cumberland Partners first reported a position in STT in Q2 2018 and held it in 2 quarters. The position peaked at $689K in Q2 2018. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Cumberland Partners reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
  • Cumberland Partners sold 7,400 State Street shares in Q4 2018, an estimated $620K.
  • Cumberland Partners first reported a position in State Street in Q2 2018 and held it in 2 quarters.
  • Cumberland Partners's State Street position peaked at $689K in Q2 2018.
  • 819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

Based on Cumberland Partners's 13F filing for Q4 2018, filed 13 Feb 2019.